Connect Evoliz to Aurora Inbox

Both apps 48Evoliz 28Aurora Inbox 20

• Trigger
  New Account

  Triggered when a new accounting account is created in Evoliz.

• Trigger
  New Article

  Triggered when a new article is created in your Evoliz catalog.

• Trigger
  New Client

  Triggered when a new client is created

• Trigger
  New Client Contact

  Triggered when a new client contact is created.

• Trigger
  New Event

  Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.

• Action
  Create Account

  Creates a new accounting account (accounting classification) in Evoliz.

• Action
  Create Article

  Creates a Article

• Action
  Create Client

  Creates a Client

• Action
  Create Contact Client

  Creates a Contact Client

• Action
  Create Contact Prospect

  Creates a new contact attached to an existing prospect in Evoliz.

• Action
  Create Expense

  Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.

• Action
  Create Invoice

  Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.

• Action
  Create Prospect

  Creates a Prospect

• Action
  Create Quote

  Creates a Quote

• Action
  Create Sale Order

  Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.

• Action
  Find Article

  Finds an Article

• Action
  Find Client

  Returns up to 100 clients that match the search text; the first match is also returned on its own.

• Action
  Find Contact Client

  Returns up to 100 client contacts that match the specified search text, email, or client.

• Action
  Find Supplier

  Finds a Supplier

• Action
  Find User

  Finds users of your Evoliz company whose details match the search text.

• Action
  Get Contact Prospect

  Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.

• Action
  Get Expense

  Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.

• Action
  Get Prospect

  Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.

• Action
  Invoice Quote

  Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).

• Action
  Invoice Sale Order

  Create a new invoice from an existing Evoliz sale order.

• Action
  Send Quote

  Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).

• Action
  Update Article

  Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.

• Action
  Update Client

  Updates an existing client. Replaces only data that is set.

• Action
  Add chat

  Creates a new chat conversation for a contact on a specific channel.

• Action
  Add company

  Adds a new company.

• Action
  Add tag

  Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.

• Action
  Create Opportunity

  Create a new opportunity

• Action
  Delete contact

  Deletes a contact by its ID.

• Action
  Find chats by criteria

  Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.

• Action
  Get Chat

  Returns one chat by id: contact, channel, channel type, owner, agents and status flags.

• Action
  Get company

  Fetches a single company by id.

• Action
  Get contact

  Fetches a single contact by id.

• Action
  Get or Create Contact

  Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.

• Action
  List Chat Opportunities

  Returns the opportunities (deals) attached to a chat.

• Action
  List Chat Tags

  Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.

• Action
  List companies

  Lists companies in Aurora Inbox, optionally filtered by a keyword search.

• Action
  List tags

  Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.

• Action
  List teams

  Returns all teams configured in the Aurora Inbox account, including their members and roles.

• Action
  Send media message

  Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.

• Action
  Send message

  Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.

• Action
  Tag chat

  Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.

• Action
  Update company

  Updates fields on an existing company.

• Action
  Update Contact

  Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.